$HYPERLIQUID - Hyperliquid is viewed positively due to its sticky nature and potential for layer 1 expansion, suggesting strong growth prospects.
$RWA - There's enthusiasm for real-world asset tokenization, driven by Larry Fink's support for tokenizing stocks and bonds.
$SOL - The market is seen as being in a good position after clearing out low-quality projects, suggesting a positive outlook for established cryptocurrencies like Solana.
$BTC - Bitcoin shows resilience despite significant selling pressure, suggesting underlying strength in its price action.
$CRYPTOBANKS - Regulatory changes allowing banks to enter the crypto custody business are seen as potentially significant for crypto-focused banks, despite ideological conflicts.
$AIAPPS - There's a bullish outlook on AI application development, potentially driven by advancements in AI technology.
Bearish:
$NVDA - DeepSeek's breakthrough could negatively impact NVIDIA's profit margins by enabling more efficient and cheaper model running.